WealthPLAN Partners’s Global X US Preferred ETF PFFD Stock Holding History

WealthPLAN Partners’s Portfolio PFFD Stock Details PFFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-11,281	Closed	-$213K	–	253
2025 Q4	$213K	Buy	+11,281	New	+$216K	0.03%	262

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

WealthPLAN Partners's PFFD Position: Q1 2026 in Review

WealthPLAN Partners sold out of Global X US Preferred ETF (PFFD) in Q1 2026, closing a stake of 11,281 shares — an estimated $213K sold.

WealthPLAN Partners first reported a position in PFFD in Q4 2025 and held it in 1 quarter. The position peaked at $213K in Q4 2025. 283 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

WealthPLAN Partners reported no remaining Global X US Preferred ETF position as of Q1 2026 after selling out during the quarter.
WealthPLAN Partners sold 11,281 Global X US Preferred ETF shares in Q1 2026, an estimated $213K.
WealthPLAN Partners first reported a position in Global X US Preferred ETF in Q4 2025 and held it in 1 quarter.
WealthPLAN Partners's Global X US Preferred ETF position peaked at $213K in Q4 2025.
283 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.